To get started with metric and data management, first you will need to set your forecast types. You can create forecast types by clicking on “Define forecast types” in the admin menu. A list of all the forecast types will then be displayed.
If you do not have any forecasts defined, click on “Add new”. Give your forecast type a name and if it is relevant for a metric, you can select whether it should appear in the scorecard as a separate column. You can also decide whether you want the forecast to appear in the KPI graphic table at the bottom.
In the list you will see the forecast ID number, name, and where it will be displayed. When you create a new metric or editing an existing one, you will see a field called “forecast type” in the pop-up menu. The defined forecast will then be displayed and you can choose which ones you want to use.
Once you have set your forecast types, you will then need to define your metric types. When creating a new Metric, users need to assign a metric type from a dropdown list which is defined here.
Metric types are the different measurement units used to measure metrics, for example days, millions of dollars, thousands of dollars, hours etc.. To define metric types, click on “define metric types” in the admin menu.
A list of all the default metric types will a displayed in a list. You can edit the default types by clicking on the edit icon.
To add additional types, click on add new. Give the metric type a name and also an abbreviation. These metric types will then appear in the type option when creating or editing a metric.
If you want to manage your metric library, click on “manage metric library”. A list of all the metrics in the system will then be displayed. In the list you will see the
- ID,
- name,
- type,
- cumulative or non-accumulative characteristics,
- frequency,
- base or calculated,
- associated org unit,
- contributor,
- and person responsible.
Here you can also see whether the automatic status of the metric is enabled, whether its been updated, and if it contains data. To the far right you can either visualize the metric in graphic format, edit the values, or edit the metric definition.
You can also use the advanced filters to search metrics based on a number of characteristics
From this list you can also add new metrics by clicking “add new”. Bulk import and export of metric values, new metrics, calculated metric formulas, and metric links to elements or initiatives.
If you would like more information, there are dedicated tutorial videos on each of the topics that I have just listed.